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Connect with and learn from others in the QuickBooks Community.
Join nowHello @incandescent,
You can pull up and customize one of your sales reports to display your transactions with details related to your sales representative. Let me show you how.
In the same manner, here's an article you can read to learn more about how you can customize a report: How to get the most out of your financial reports?
On top of that, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.
If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.
Not exactly correct. You do not need to put a check by sales rep under columns. You have to group by sales rep and it provides the totals by rep as requested.
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